MCD
Market read
The latest filing is mixed. 0 of 10 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.
Invalidation: The isolated read changes if MCD's group or a disclosed connection begins moving with it.
Research brief
The latest filing is mixed. 0 of 10 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
No qualifying adverse evidence was identified; that is not proof there is no downside.
No credible peer-relative valuation comparison is available yet.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“Cash used for investing activities totaled $777 million, a slight increase from the three months ended 2025, reflecting the Company's increased capital expenditures in the current year.”10-Q · May 7, 2026 ↗
“25 Table of Contents Interest Expense • Interest expense increased 6% (4% in constant currencies) primarily due to higher average debt balances and the impact of foreign currency translation.”10-Q · May 7, 2026 ↗
“Other Operating (Income) Expense, Net OTHER OPERATING (INCOME) EXPENSE, NET Dollars in millions Quarters Ended Nine Months Ended September 30, September 30, 2025 2024 2025 2024 Gains on sales of restaurant businesses $ (35) $ (9) $ (50) $ (22) Equity in earni…”10-Q · Nov 5, 2025 ↗
Valuation discipline
Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:10 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for MCD. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment
10-Q filed 2026-08-07 against the comparable filing from 2025-08-06.
Capital and cash conversion
Inventory growth exceeded revenue growth and inventory intensity increased.
Capex, revenue, and operating cash flow are matched to the same reported duration. Reported accounting context, not a forecast or trading recommendation.
No thresholded deterioration was identified.
“Results for 2026 included the following: • Net pre-tax charges of $52 million, or $0.06 per share, for the quarter and $99 million, or $0.11 per share, for the six months, primarily related to restructuring charges associated with the Company's internal effort to modernize ways of working ( Accelerating the Organization ) Results for 2025 included the following: • Pre-tax charges of $43 million, or $0.05 per share, for the quarter and $109 million, or $0.12 per share, for the six months, primarily related to restructuring charges associated with Accelerating the Organization Excluding the above items, results for the quarter and six months ended June 30, 2026 were primarily driven by higher...”
“Comparable sales results for both periods were primarily driven by positive check growth, including favorable product mix, partly offset by negative comparable guest counts.”
“months ended June 30, 2026 were primarily driven by higher sales-driven Franchised margins and higher Other operating income, partly offset by higher Selling, general and administrative expenses.”
Point-in-time filing assessment published from the live pipeline.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Filing peers
No filing peers are available for this name yet.
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What is moving around it
MCD is currently a Follower in the organic co-movement group Consumer Staples. This group is discovered from market behaviour rather than assigned from an industry taxonomy. No verified filing-linked names are available yet.
This group is retained as the last observed read for MCD; it is not active in the latest market snapshot.
Context history
No durable theme membership has been observed for this name yet.